TSC
TDAY

Two Seas Capital’s USA Today Co TDAY Stock Holding History

Two Seas Capital’s Portfolio TDAY Stock Details TDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120M Buy
14,070,311
+24,868
+0.2% +$188K 2.38% 10
2026
Q1 		$99M Sell
14,045,443
-507,178
-3% -$3.11M 1.38% 10
2025
Q4 		$74.9M Buy
14,552,621
+372,000
+3% +$1.75M 1.54% 11
2025
Q3 		$58.6M Buy
14,180,621
+2,950,000
+26% +$11.9M 0.94% 12
2025
Q2 		$40.2M Buy
11,230,621
+7,793,415
+227% +$26.1M 0.68% 14
2025
Q1 		$9.93M Buy
3,437,206
+2,937,206
+587% +$12.3M 0.31% 20
2024
Q4 		$2.53M Buy
+500,000
New +$2.66M 0.22% 29

Other funds holding TDAY

AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $1.13B AUM 38.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Seas Capital's TDAY Position: Q2 2026 in Review

Two Seas Capital increased its USA Today Co (TDAY) stake by 0.18% in Q2 2026, buying an estimated $188K and bringing the position to 14,070,311 shares worth $120M. The position accounts for 2.38% of the portfolio, ranked #10.

Two Seas Capital first reported a position in TDAY in Q4 2024 and has held it in 7 quarters since. 220 funds tracked by Wall St. Rank hold TDAY as of Q2 2026.

  • Two Seas Capital held 14,070,311 shares of USA Today Co worth $120M as of Q2 2026.
  • Two Seas Capital bought 24,868 USA Today Co shares in Q2 2026, an estimated $188K.
  • USA Today Co made up 2.38% of Two Seas Capital's portfolio in Q2 2026, its #10 holding.
  • Two Seas Capital first reported a position in USA Today Co in Q4 2024 and has held it in 7 quarters since.
  • 220 funds tracked by Wall St. Rank held USA Today Co as of Q2 2026.

Based on Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.